Investor eFile plus
E-filing for taxpayers who invested in shares/derivatives/mutual funds
Are you an individual taxpayer who invested in stock market? Then our Investor eFile plus plan is just for you. To ensure minimal tax outgo, take advantage of automatic computation of capital gains and set-off of losses in your ITR. All tax returns under plus package are Verified, which means that, prior to e-filing, the ITR data is matched with the transactions of your PAN in the ITD database.
Who’s it for?
Investor eFile plus is a plan for individual investors who are interested in self-preparing and e-filing verified tax returns. Verification of ITR with the I-T department database is important because all the transactions in the ITD database are under the lens of scrutiny by them. Any mismatch will surely lead to a notice from the department. With Investor eFile plus you can file your verified ITR1 or ITR2 within 10 minutes through authorized e-return intermediary.
How does it work?
It’s simple. You are allowed to have income from any sources, whether it’s salary, house property, capital gains or other sources, except income from business or profession. Once you enter your Form 16, the servers will match your ITR data with the transactions against your PAN in the I-T department's database. In addition, you can upload the transaction statements which you receive from your brokerage houses. Then depending on your sources of income, our system will automatically generate the correct ITR form for you. If a mismatch is detected with the I-T department database, you will be shown the various options to fix the mismatch.
If your Form 16 has all the details and you have no additional details to report, simply click here to file your return via email.
Package offerings
• A full feature online application for self-preparation of ITR (ITR1 and ITR2) and eFiling of ITR
• Verification of ITR data with the Form 26AS data in the Income Tax Department's database
• Facility to upload any number of transaction statements from brokerages for automatic computation of capital gains
• Facility to track the ITR-V* status
• Reminder notifications through email
• Service to deposit your signed ITR-V with the CPC**. (Only applicable for users whose employer has opted for the drop-box facility).
• Foreign Income Solution: Services for overseas Indians - NRIs, Residents with foreign income, Expatriates, Foreign citizens.
Investor eFile plus (assisted)
CA assisted verified e-filing for investors who seek complete peace of mind
Investor eFile plus (assisted) introduces the facility of a ‘real’ income tax practitioner to prepare your I-T return. This is an added feature along with all the benefits that Investor eFile plus offers.
Who’s it for?
Investor eFile plus (assisted) is for those taxpayers, who are not just interested in self-preparing and e-filing of tax returns, but who would also like the assistance of a tax professional to enter their data and review it for them. You can now be assured that your stock/MF/derivative transactions are being used accurately to compute your tax returns. To ensure minimal tax outgo, take advantage of automatic computation of capital gains and set-off of losses in your ITR. You simply upload your brokerage statements or email those to us. We will auto-read all your statements and place the computations of capital gains and/or business income/loss in the appropriate columns of the ITR. In addition, if a mismatch is detected during the verification of ITR data with the Form 26AS data, our tax professional will assist you in correcting the mismatch.
How does it work?
While you retain the option to self-prepare your ITR, a ‘real’ tax professional will create your ITR based on the documents provided by you. To opt for this feature, you will have to mail the digital or scanned copies of your documents to TaxSpanner. The photocopies of these documents can also be submitted at TaxSpanner helpdesks (Applicable only at select employer locations).
On receipt of the document, the assigned tax professional will get the data entry done for creation of the draft ITR. Once the ITR is ready, the tax professional would do a complete review the ITR for you so that you can eFile it without any doubt or hesitation!
You can have income from any sources, whether it’s salary, house property, capital gains or other sources, except income from business or profession. Then depending on your sources of income, our system will automatically generate the correct ITR form for you, whether it’s ITR1 or ITR2.
Package offerings
• Self-preparing and e-filing income tax returns (including eFile by email or eFile by payroll portal)
• Verification of ITR data with the Form 26AS data in the Income Tax Department's database
• Facility to upload any number of transaction statements from brokerages for automatic computation of capital gains
• Preparing income tax returns with the help of a tax professional
• Review of ITR by the assigned tax professional*
• Posting the review by the tax professional, (In this process, a checklist will be emailed to you along with your Draft ITR. Once you confirm this over an email, your return will be e-filed)*
• Tracking of ITR-V status
• Sending reminder notifications via email
• Depositing signed ITR-V to CPC (if drop-box facility is availed by your employer)
• Foreign Income Solution: Services for overseas Indians - NRIs, Residents with foreign income, Expatriates, Foreign citizens.
Investor tax optimizer
Full-year tax optimization and premium eFiling assistance from specialist CAs
As stated in the Income Tax laws, you can receive a scrutiny notice from the I-T department till a period of 4 years for any amount of escaped income, 6 years from the end of assessment year if escaped income is Rs 100000 or more and 16 years if income in relation to any asset located outside India, chargeable to tax escaped assessment. Apart from offering assistance in creation and review of Income Tax Return (ITR) by a ‘real’ tax professional, Investor tax optimizer also offers a TaxVault where you can keep your tax related document safe. Moreover, a CA will be assigned to you for full year.
Investor tax optimizer has all the benefits of eFile packages. Not only you get access to an expert CA, other add-on feature of this package is tracking of your refunds and tax assessment order. A complete tax file is maintained containing your tax returns, assessment orders, notices, refunds, and all related documents.
Who’s it for?
Tax Optimizer is a full-year subscription service that helps you minimize your tax payment through:
Premium ITR filing, assisted by a Chartered Accountant
Round-the-year access to a Chartered Accountant, who further customizes these options for you and also answers any specific tax query you may have
An online solution that redesigns your salary package to provide more tax-efficient options. You get detailed computation of 35 important variables which determine your tax payment.
Tax optimizer is also aimed at those taxpayers who like peace of mind throughout the year and would like to stay prepared for any notice (s) from the I-T department. It keeps your tax documents safe in a vault for up to or more than 8 years, in case of scrutiny assessment, along with e-filing tax returns.
How does it work?
While you retain the option to self-prepare your ITR, a ‘real’ tax professional will create your ITR based on the documents provided by you. To opt for this feature, you will have to mail the scanned copies of your documents to TaxSpanner. The photocopies of these documents can also be submitted at TaxSpanner helpdesks (Applicable only at select employer locations).
On receipt of the document, the assigned tax professional will get the data entry done for creation of the draft ITR. Once the ITR is ready, the tax professional would do a complete review the ITR for you so that you can eFile it without any doubt or hesitation!
Apart from feeding in the data from your Form 16, the package also allows you to enter other details like income from any sources, income from house/property, capital gains, deductions, etc. Once you have created your ITR, the system automatically tabulates your tax liability, if any, and allows you to eFile your return through a single click!
Package offerings
• Professional preparation and e-filing tax returns (including e-file by email or e-file by payroll portal)
• Verification of ITR data with the Form 26AS data in the Income Tax Department's database
• Chartered accountant available for the entire year
• An online vault to save your tax documents for scrutiny or reference
• Automatic tracking of refund
• Automatic tracking of income tax assessment order
• Tracking of ITR-V status
• Sending reminder notifications via email
• Depositing signed ITR-V to CPC (if drop-box facility is availed by your employer)
• Foreign Income Solution: Services for overseas Indians - NRIs, Residents with foreign income, Expatriates, Foreign citizens.